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The investment seeks to replicate, before fees and expenses, the total return of the S&P 500® Index. The fund will invest, under normal circumstances, at least 80% of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of 500 U.S. companies chosen for market size, liquidity and industry grouping, among other factors. In some instances, one or more of the 500 companies may have more than one share class included in the index.
Name | Title | Since | Until |
---|---|---|---|
Michael G. Willis | President | 2015 | Now |
Biography | 18 years Mutual Fund Portfolio Management Experience.Michael Willis is the Lead Portfolio Manager of INDEX since its inception date in 2015. As the portfolio manager for the Fund, Mr. Willis is responsible for the day-to-day management of the Fund’s portfolio. Mr. Willis has also served as President of ONEFUND TRUST since 2006. |
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